Elements CRM Review - why 4 stars?

Shlomi Lavi / updated: Mar 08, 2022

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What is Elements CRM?

Elements CRM is customer relationship management software designed for product and service providers using Mac, OS X and iOS devices. The main features of the software include market automation, sales automation, analytics, collaboration and customer service module. The additional features are project management, financial module, payments and billing and document processing. It is available as software as a service.

The Elements CRM software was developed by Ntractive in 2007. The company, which is based in Grand Forks North Dakota, was founded in 2006.

Who is it best for?

Elements CRM is a customer relationship management solution suitable for businesses of all sizes and from all industries. It is a great tool for various non-profit organizations and institutions as well.

It can be used by organizations with less than 5 employees and by ones with thousands of employees. It has customers in the online retail and service industries and in the legal, medical and education fields. Major clients include Gorman Sales and RIGCOM.

Main features and functionalities

Elements CRM enables you to establish and manage a client database. It allows you to manage user access and track billing and payments. The software has a module for managing contacts and a customizable calendar. It enables you to create email lists and manage issues. It has company account and contact management features. If you opt for an advanced package with additional features, the software will enable you to manage your inventory and projects, to keep financial data and do accounting, to manage billing and payments and to create reports and use analytics.

What is the actual cost?

The cost of license starts at $14.99 per user/month. ITQlick pricing score is 3.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Elements CRM.

Pros

• Elements CRM comes in flexible plans allowing clients to select the most efficient and cost-efficient option.
• Elements CRM has a mobile app for Apple iPad and iPhone devices.
• The software can expand as your business grows since it is a hosted solution.
• With Elements CRM, clients can get online, email and telephone support in multiple languages.
• It is designed solely for users of Apple products and this allows for better integration and efficiency.

Cons

• The more basic Elements CRM editions come with user and database record restrictions.
• The full reports and analytics modules are available only with the Enterprise edition of Elements CRM.
• Phone support and priority email support services are paid with the charge being $0.50 per incident.
• There are limitations to the use of dashboards with the Group Elements CRM edition.
• Additional fees may apply for using the search centre which comes with all editions of the software.

How it stacks up?

Access a head to head analysis of Elements CRM vs alternative software solutions.

Frequently Asked Questions (FAQs)